After Nvidia And Tesla, Trump Confirms Apple Has Agreed To Build Chips With Intel Amid US Manufacturing Push: 'When Was The Last Time...' - Yahoo Finance

U.S. President Donald Trump announced on Truth Social that the U.S. is bringing semiconductor manufacturing back home through partnerships with companies like Intel, NVIDIA, and Tesla. He highlighted ... Read original →

Trump’s claim of an Apple-Intel chip pact reveals America’s structural gap in sub-3nm manufacturing, not CHIPS Act triumph. Technically, shifting to Intel’s 18A-P node forces EDA, EUV materials, and OSAT ecosystems into costly requalification, with yield ramp risks delaying product cycles. Compliance burdens surge as firms face forced alignment between U.S. subsidies and supply chain decoupling—TSMC’s Arizona fab (Taiwan, China) can’t replicate its home-cluster efficiency. TSMC will likely accelerate Japan/EU expansions to hedge geopolitical exposure, while Samsung may pitch GAA tech to NVIDIA. Over the next 12–24 months, U.S.-led 'onshoring' will spawn politically driven JVs, but actual capacity lags rhetoric, fragmenting global supply chains into less efficient, security-driven redundancy.